See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,237 | $48,076+501.6% | $78,689+267.6% | $62,891+359.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.88% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $13,492 | $2,015+569.7% | $2,851+373.3% | $2,281+491.5% |
| Participant deferral / active EE | $13,296 | $2,588+413.8% | $3,517+278.1% | $3,203+315.1% |
| Admin fee / account holder | $4,595 | $3,207+43.3% | $4,510+1.9% | $4,296+7.0% |